Sax Wealth Advisors, LLC Purchases in Q1 2025

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
46
New
$663000.0 - $801950.0 $30.5M - $36.9M
46 $36.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
476K
+ 34.11%
$44.41 - $45.98 $21.1M - $21.9M
1.87M $85.4M
TFLO
Ishares Treasury Floating Rate

ETFs
98.4K
New
$50.48 - $50.68 $4.97M - $4.99M
98.4K $4.98M
DFIV
Dimensional ETF Tr

ETFs
63.4K
+ 14.42%
$35.33 - $40.77 $2.24M - $2.58M
503K $19.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
56.3K
+ 57.11%
$58.04 - $65.84 $3.27M - $3.71M
155K $9.87M
DFAI
Dimensional ETF Tr

ETFs
74.2K
+ 9.89%
$28.88 - $32.4 $2.14M - $2.4M
825K $25.8M
VV
Vanguard Large Cap ETF

ETFs
13K
+ 400.19%
$253.32 - $282.66 $3.28M - $3.66M
16.2K $4.16M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
56.2K
+ 73.51%
$50.87 - $51.09 $2.86M - $2.87M
133K $6.77M
IVV
Ishares Core S&P 500 ETF

ETFs
5.76K
+ 33.59%
$554.06 - $615.85 $3.19M - $3.55M
22.9K $12.9M
PVAL
Putnam ETF Tr Putnam Focused L
67.4K
+ 76.07%
$36.8 - $39.59 $2.48M - $2.67M
156K $5.94M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.8K
+ 807.79%
$71.17 - $73.66 $2.12M - $2.19M
33.5K $2.46M
VB
Vanguard Small Cap ETF

ETFs
10.3K
+ 123.59%
$217.89 - $252.64 $2.25M - $2.6M
18.7K $4.14M
VEU
Vanguard Ftse All World Ex Us

ETFs
34.4K
New
$56.51 - $62.98 $1.94M - $2.16M
34.4K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.53K
+ 45.03%
$507.05 - $563.67 $2.3M - $2.55M
14.6K $7.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.24K
+ 22.44%
$442.66 - $534.52 $992K - $1.2M
12.2K $6.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
58.2K
+ 71.52%
$28.11 - $32.0 $1.64M - $1.86M
140K $4.3M
BNDX
Vanguard Total International B

ETFs
34.6K
New
$48.33 - $49.5 $1.67M - $1.71M
34.6K $1.69M
QUAL
Ishares Msci Usa Quality Facto

ETFs
29.1K
+ 6.25%
$168.16 - $186.21 $4.89M - $5.42M
495K $84.5M
FVAL
Fidelity Covington Tr Value Fa

ETFs
26.6K
+ 81.57%
$58.79 - $65.0 $1.56M - $1.73M
59.2K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
26.3K
+ 56.38%
$47.4 - $52.99 $1.25M - $1.39M
73K $3.71M
MA
Mastercard Inc

Financial Services
2.26K
+ 121.41%
$504.67 - $576.31 $1.14M - $1.3M
4.13K $2.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
19.2K
New
$65.27 - $71.18 $1.25M - $1.36M
19.2K $1.27M
FSMO
Fidelity Covington Tr

ETFs
47.9K
+ 89.04%
N/A
102K $2.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11.4K
+ 135.49%
$113.22 - $126.36 $1.29M - $1.44M
19.8K $2.28M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
38.4K
+ 85.56%
$39.97 - $48.7 $1.53M - $1.87M
83.3K $3.33M
IAU
Ishares Gold Trust

ETFs
21.2K
New
$49.74 - $58.96 $1.05M - $1.25M
21.2K $1.25M
WELL
Welltower Inc.

Real Estate
7.72K
New
$124.05 - $156.86 $958K - $1.21M
7.72K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 222.6%
$95.85 - $99.25 $1.09M - $1.13M
16.4K $1.63M
HYDB
Ishares Tr Edge High Yield Def

ETFs
23.8K
+ 17.85%
$46.82 - $47.8 $1.11M - $1.14M
157K $7.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.2K
+ 395.01%
$21.75 - $24.28 $1.07M - $1.19M
61.7K $1.36M
CACI
Caci International Inc

Technology
2.43K
New
N/A
2.43K $1.04M
ACN
Accenture PLC

Technology
3.25K
New
$300.91 - $398.25 $979K - $1.3M
3.25K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.9K
New
$58.01 - $64.46 $923K - $1.03M
15.9K $988K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 18.1%
$89.18 - $104.04 $1.59M - $1.86M
116K $10.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.6K
+ 62.85%
$56.17 - $59.71 $932K - $991K
43K $2.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12K
New
$76.94 - $78.28 $922K - $938K
12K $937K
JNJ
Johnson & Johnson

Healthcare
3.15K
+ 16.63%
$142.06 - $167.7 $447K - $528K
22.1K $3.66M
VUG
Vanguard Growth ETF

ETFs
3.08K
+ 56.15%
$369.1 - $427.61 $1.14M - $1.32M
8.57K $3.18M
PEP
Pepsico Inc

Consumer Defensive
6.18K
+ 134.12%
$142.64 - $156.42 $882K - $967K
10.8K $1.62M
HD
Home Depot, Inc.

Consumer Cyclical
2.55K
+ 113.85%
$347.25 - $424.87 $885K - $1.08M
4.79K $1.75M
GOOGL
Alphabet Inc.

Communication Services
8.01K
+ 73.5%
$154.33 - $206.19 $1.24M - $1.65M
18.9K $2.92M
NEE
Nextera Energy Inc

Utilities
12.1K
+ 254.95%
$66.96 - $76.16 $807K - $918K
16.8K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
3.05K
+ 18.75%
$225.19 - $279.95 $686K - $853K
19.3K $4.73M
DSI
Ishares Msci Kld 400 Social Et

ETFs
8.3K
+ 228.07%
$101.98 - $115.66 $846K - $959K
11.9K $1.22M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.6K
+ 13.72%
N/A
279K $6.62M
CVX
Chevron Corp

Energy
3.87K
+ 73.72%
$146.71 - $167.97 $567K - $649K
9.11K $1.52M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.7K
+ 14.64%
$23.9 - $24.18 $710K - $718K
233K $5.62M
PHYL
Pgim ETF Tr

ETFs
21.5K
+ 83.42%
$34.67 - $35.44 $745K - $761K
47.2K $1.64M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.9K
+ 185.34%
$50.29 - $50.5 $748K - $751K
22.9K $1.15M
Activity Summary
Buys All Purchases 261 New Holdings 61 Increased Positions 200 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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